Jochebed Huling
Summary
Results-driven Sr Tax Examiner and Loan Officer with extensive experience at the IRS and Wells Fargo & Company, specializing in financial accuracy verification and negotiation strategies. Demonstrated success in enhancing compliance through meticulous underwriting practices and innovative risk analysis, leading to notable improvements in process efficiency and elevated client satisfaction.
Overview
15
15
years of professional experience
Work History
Sr Tax Examiner
Internal Revenue Service
08.2022 - Current
- Managed paperwork related to appeals submitted by taxpayers contesting assessments
- Compiled comprehensive reports detailing audit outcomes
- Verified correctness of submitted tax filings while maintaining regulatory consistency
- Amended diverse business and private account records
- Oversaw coordination of tax inspections program aligning with regulatory risk
- Conducted thorough examination of general ledger accounts involving income taxes payable, reserve for uncertain taxes, deferred liabilities and assets
Loan Officer-NMLS 1221207
Wells Fargo & Company
06.2014 - 08.2022
- Conducted analysis of loan files verifying client compliance with underwriting criteria
- Coordinated loan processes by verifying completion of requirements from initiation to closing
- Coordinated communication between loan officers, clients, and underwriting staff
- Documented loan information and managed fund disbursements accurately
- Reviewed credit reports, appraisals, title policies, insurance documents and other relevant paperwork for accuracy and completeness
- Facilitated loan pre-qualification processes through accurate financial information gathering
General Manager
TMX Finance LLC
04.2010 - 06.2014
- Managed budget implementations, employee evaluations, and contract details.
- Maximized operational excellence mentoring personnel on management principles, industry practices, and company procedures.
- Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures, and technology systems.
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
Education
High School Diploma -
Alonzo A. Crim
Atlanta, GA06.1993
Skills
- Financial Accuracy Verification
- Effective Negotiation Techniques
- Detailed Reconciliation Analysis
- Debt Management Strategies
- Underwriting Proficiency
- Compliance and Regulation Software
- Loan Origination Software (LOS)
- Loan servicing and closing
- Risk Assessment
- Shape, LoanMore - (CRM)
- Digital Document Signing
- Proficient in Task Prioritization
- Delinquent account management
- Case management skills
- Customer relationship management
Timeline
Sr Tax Examiner
Internal Revenue Service
08.2022 - Current
Loan Officer-NMLS 1221207
Wells Fargo & Company
06.2014 - 08.2022
General Manager
TMX Finance LLC
04.2010 - 06.2014
High School Diploma -
Alonzo A. Crim
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